DocumentPro is an AI-powered document processing platform that automates data extraction from various document types using advanced machine learning algorithms.
DocumentPro currently provides 1 trigger that can start a workflow and 3 actions a workflow can run. Use those building blocks to connect product and engineering activity to the customers and work it affects.
New Document
Triggers when a new document is uploaded to DocumentPro
Upload document
Uploads a document to a DocumentPro parser
Run Extract
Run an extract/workflow on an uploaded document
Custom API Call
Make a custom API call to a specific endpoint
These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.
Start from a supported DocumentPro event, then create or update the appropriate CRM, project, or custom record with the source context preserved.
Starts with
New Document
Finishes with
Create or update a Coherence record
Use a change in Coherence to run a supported DocumentPro action, so the next step follows the record instead of relying on someone to copy it.
Starts with
A Coherence record or workflow changes
Finishes with
Upload document
Combine DocumentPro with another integration and Coherence records to connect product and engineering activity to the customers and work it affects.
Starts with
New Document
Finishes with
Upload document, then preserve the outcome in Coherence
The exact authentication fields depend on DocumentPro. The workflow structure stays straightforward:
Authorize the DocumentPro account and permissions the workflow needs.
Select one of the current triggers or actions listed above and map its fields.
Run a small test, inspect the result in both systems, and only then enable the workflow.
Explore apps that share a category with DocumentPro or provide a complementary trigger or action.
DocumentPro currently provides 1 trigger that can start a workflow and 3 actions a workflow can run. Use those building blocks to connect product and engineering activity to the customers and work it affects.
DocumentPro currently lists 1 trigger and 3 actions in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page before building a workflow.
Yes. A workflow can combine supported DocumentPro triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.
The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.
Start automating in minutes. No credit card required.
